Concord Wealth Partners’s Nasdaq NDAQ Stock Holding History

Concord Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8K	Buy	+162	New	+$14.2K	﹤0.01%	540
2026 Q1	–	Sell	-162	Closed	-$15.8K	–	584
2025 Q4	$15.8K	Hold	162	–	–	﹤0.01%	478
2025 Q3	$14.4K	Hold	162	–	–	﹤0.01%	495
2025 Q2	$14.5K	Buy	162 +12	+8%	+$958	﹤0.01%	503
2025 Q1	$11.4K	Sell	150 -138	-48%	-$10.9K	﹤0.01%	493
2024 Q4	$22.3K	Buy	+288	New	+$22.3K	﹤0.01%	438
2023 Q4	–	Sell	-79	Closed	-$3.84K	–	951
2023 Q3	$3.84K	Hold	79	–	–	﹤0.01%	761
2023 Q2	$3.94K	Buy	+79	New	+$4.28K	﹤0.01%	753
2023 Q1	–	Sell	-48	Closed	-$2.94K	–	1143
2022 Q4	$2.94K	Buy	+48	New	+$2.99K	﹤0.01%	867
2022 Q3	–	Sell	-21	Closed	-$1K	–	766
2022 Q2	$1K	Buy	+21	New	+$1.11K	﹤0.01%	1159

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Concord Wealth Partners's NDAQ Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nasdaq (NDAQ) in Q2 2026: 162 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NDAQ as recently as Q4 2025.

Concord Wealth Partners first reported a position in NDAQ in Q2 2022 and has held it in 10 quarters since. The position peaked at $22.3K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

Concord Wealth Partners held 162 shares of Nasdaq worth $12.8K as of Q2 2026.
Nasdaq was a new Concord Wealth Partners position in Q2 2026.
Nasdaq made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #540 holding.
Concord Wealth Partners first reported a position in Nasdaq in Q2 2022 and has held it in 10 quarters since.
Concord Wealth Partners's Nasdaq position peaked at $22.3K in Q4 2024.
1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.